Everhart Financial Group Inc. Makes New Investment in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Everhart Financial Group Inc. acquired a new position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 5,591 shares of the company’s stock, valued at approximately $230,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. MML Investors Services LLC grew its holdings in Dimensional US Marketwide Value ETF by 0.3% in the fourth quarter. MML Investors Services LLC now owns 83,383 shares of the company’s stock worth $3,412,000 after purchasing an additional 261 shares during the period. Atria Wealth Solutions Inc. grew its holdings in Dimensional US Marketwide Value ETF by 1.4% in the fourth quarter. Atria Wealth Solutions Inc. now owns 19,266 shares of the company’s stock worth $788,000 after purchasing an additional 275 shares during the period. RFG Advisory LLC grew its holdings in Dimensional US Marketwide Value ETF by 4.4% in the first quarter. RFG Advisory LLC now owns 9,256 shares of the company’s stock worth $381,000 after purchasing an additional 386 shares during the period. Liberty Wealth Management LLC grew its holdings in Dimensional US Marketwide Value ETF by 3.6% in the fourth quarter. Liberty Wealth Management LLC now owns 12,824 shares of the company’s stock worth $525,000 after purchasing an additional 440 shares during the period. Finally, O Shaughnessy Asset Management LLC grew its holdings in Dimensional US Marketwide Value ETF by 2.9% in the fourth quarter. O Shaughnessy Asset Management LLC now owns 16,463 shares of the company’s stock worth $674,000 after purchasing an additional 457 shares during the period.

Dimensional US Marketwide Value ETF Stock Performance

Shares of DFUV opened at $41.22 on Friday. The firm’s 50-day simple moving average is $39.89 and its two-hundred day simple moving average is $41.17. Dimensional US Marketwide Value ETF has a fifty-two week low of $35.38 and a fifty-two week high of $44.61. The stock has a market cap of $11.59 billion, a PE ratio of 15.68 and a beta of 0.98.

Dimensional US Marketwide Value ETF Profile

The Dimensional US Marketwide Value ETF (DFUV) is an exchange-traded fund that is based on the Russell 3000 Value index. The fund is an actively managed portfolio of US stocks, selected for having value characteristics. The fund seeks to provide long-term capital appreciation. DFUV was launched on Dec 16, 1998 and is managed by Dimensional.